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is there no connection between Sales and Purchase Orders?
If we take a customers' order for an item of inventory that we have to get in for them.............. then place a purchase order to a vendor for that inventory item is there any connection that I should make between both these transactions. Typical questions asked by the customer are "when will my goods be in stock" we…
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Importing Custom Fields on Journals
I am trying to import a journal and would like to import some of the custom column fields that i'm showing on the journals. I have a custom column field with ID "custcol2" and description "Site_Col". I have tried adding a column with the header "Custom:Cust_Col" and "Custom:custcol2" but neither seem to work. Can anyone…
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Anyone customizing 'Serial Number Record' records?
I have a lot of information that I would like to store with each of our serialized products. Not the product type, but that actual item with a specific serial number. I found by clicking on the serial number link in the Item record under the Serial Numbers tab that there is a 'record' for each serial number... but how to…
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What happened to packing slips?????
So I go to print my packing slips this morning and the screen is totally different and I can't access the slips the way I have been able to for a year. Does it not occur to anyone at Netsuite that we're actually running businesses here? I hate updates. This is why I'm so happy that we're switching to a new shopping cart in…
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Customer Number
I have the customer number showing before the customer name like 'C000054 ABC Company'. How can I remove the customer number so just the name shows? Thanks.
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Month-end accounts reporting
Hi, We have been using NetSuite since Sept05, and have been using the accounts side of it since Aug06. We used to use SageLine50, and our month-end process involved creating journal entries for any PO's that we still havent been billed for. This enabled us to account for the fact that there is a cost associated with some…
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Transaction Net Amount ID
I am trying to build a formula that uses the transaction (line) net amount. I.e. the column filed called "amount" (equal to rate x quantity). I have tried a load of different IDs but can't figure out what the ID is. Can anyone help? I have turned on the 'show IDs' preference in my preferences but i can only seem to find…
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E-Mailing Confirmations of Fulfillments
On the fulfillment confirmations is it possible to include the serial numbers for the items that were fulfilled? Also, can you choose when you fulfill or on the Customer Screen who gets the fulfillment confirmations so they don't have to go out to those that don't want them? Thanks Carrie
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Adding fields to "Vendors" list
Does anyone know if its possible to add fields to the list of vendors that comes up on the Basic tab of inventory items (with Multiple Vendors turned on)? The fields available currently are Vendor, Code, Purchase Price, Schedule and Preferred. We need to add another field for Comments to indicate when to use each of these…
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Way to separate sales order to invoice discreetly?
We have sales orders that process items and typically support maintenance against the items. When the order goes through, some customers want to be billed separately for service versus orders. Want to be able to take this single order and break out into two invoices: one for the items and one for the service. I am not that…
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SecPay Error - Help Please!!
Hi, I have just setup SecPay but keep getting an error message from netsutie which is: "The username or password used to process the transaction with SECPay was not valid. Please make sure you have entered the correct username, password, and remote password in your SECPay account setup." I have the system setup in Netsuite…
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Preferred Bin Location
We are just starting to use Bins and Assemblies. Am I doing something wrong? I've set up my items with a default or preferred bin location, but when I go to receive the items I don't see the bin location listed. The only way I've found to get the items into the correct bin location is to go to "Bin Put away Worksheet"…
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Drop ship PO's with kits
We created a kit, with all of the members set as drop ship items from the same vendor. When we create a sales order with the kit, and another dropship item from the same vendor, Netsuite creates two PO's to the vendor instead of consolidating everything on one PO. Also, the PO for the kit does not appear on the sale order…
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Where is CSC on autofill transactions
Hi, We have alot of repetitive business.. and if I start a new order - cash sale, under payment the CSC code is present, but blank.. but if I click the "Autofill" button, the CSC field goes away?? Is it getting autofilled from the previous transaction? Or is it not eligable to be filled in for some reason? I'm just curious…
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Check Association with Bills
We had been entering Checks for small payments to the Post Office. There were no bills associated with the checks. Can we associate a bill with the checks without deleting the checks and redoing them as payments to bill we create?
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Contact Name in Bill To Address
When we print our invoices, the customer contact name prints automatically as the first line of the "Bill To" address. Does anyone know of a way to prevent this name from being included? For example: Prints now as: John Smith XYZ Company 123 Main St. Anytown, ST 12345 We want: XYZ Company 123 Main St. Anytown, ST 12345…
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NetSuite Losing Sales Orders
I imported 10 customers and corresponding sales orders via smbxml. I know that the orders were imported correctly at the time because we send them to our distributor and all of them were sent to the distributor. Now when I try to find the sales orders, only 4 appear on the sales order transaction reports. Additionally I…
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Compare Dates in Saved Search
I'm new to using formulas in saved searches. I need to create a list of transactions where the date is not the same as the date created (ie: transactions that were back-dated). I realize that I can't do that in a saved search but I'm hoping that I can have a formula that will display a T (true) or something else if date is…
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Inventory Cost Adjustment
Is there a reason why there isn't a specific Cost Adjustment Function for Inventory? :confused: I see where we have an Inventory Adjustment Function and I've been using that to make cost adjustments to inventory; but in order to get it to work properly I have to do two stock adjustments, minus the total quantity onhand to…
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Items ordered in MY ACCOUNT
Has anyone else noticed that the price in the my account section when looking at items ordered is wrong? It shows the price excluding VAT, but next to it in brackets, ours says (including VAT) ?
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Closing Fiscal Periods
I have the basic NetSuite and cannot find the Manage Accounting Periods section. Is that not available in basic NetSuite?
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Sorting Registers and Reports
Good Morning! I have looked everywhere and can't find how to do a simple sort on the check register so that today's date shows first. And the same for the Open Bills report - I want to sort it by the due date of the bill, but can't figure out how to do it. Clicking on the column headings would be nice, but that option…
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People not ordered in a while
Hi, I want to find out the following: Customer search with items but how do I do a search based on the last time they ordered a certain item, i.e. they may have ordered several items spanning several months but I want the last time they ordered a particular item. Any pointers much appreciated. ta
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Sales Tax Item Proliferation
I'm not a tax guru or an accountant. Do I have to be to navigate the new state tax tables? I now have all of these transit taxes, city taxes. Did I mess things up by updating? Links on the headers for transit, city, etc give the ubiquitous "No help available". Search in Help reveals nothing. Can't find any posts on the…
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Progress Billing
We have a contract with a construction company that wants all their invoices to show: total contract amount, previous pay requests, current value, total completed, balance to finish & retainage Thats for each item. Then they want a recap of: Original Contract Amount Net Change (change orders) Total Contract Amount Total To…
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Use Credit Card Feature - Does not like negative ammount
Hello, We use the "Use Credit Card Feature" to enter money that we spend on the credit card. However we also have refunds when people over charge us. The problem is I can;t work out a way to put through a negative ammount onto the card, or to do a refund to our "use credit card" account. I have tried entering the credit as…
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Item dimensions... how should this be tracked?
Item weight is already in our system. The Item Weight field has two parts: the field for the number (eg 19) and a dropdown list for units with the default set at pounds (lbs.) We want something similar for dimensions with the default unit (the only unit) being inches and the order of dimensions being L x W x H as FedEx…
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FedEx Tracking Links Still Not Updated?
I expected 11.0.4 to update the FedEx tracking links. "FedEx will retire this version of Tracking in the near future." I sure hope NetSuite will update the links before this happens...
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Invoice created although CC information provided
I created sales order via an xml import. The payment method on the Sales Order was credit card, but when the Sales Orders were billed, an invoice was created rather than a cash sale with the corresponding Credit Card transaction. What do I need to change on the Sales Order import to correct this? I've specified that the…
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Last Reconciled Amount...
I was just about to do my weekly bank rec when I noticed that the balance carried forward from the last bank rec is wrong. Well it is not completely wrong because it is the right number but the negative sign in front of the amount has dissapeared. So now my balance is off by double. What happened??